Director of Finance and Accounting

This is a fully remote position, open to applicants in California.

📋 Description

• Lead the Finance and Accounting Department at Pocketbook.

• Oversee essential financial functions such as monthly closings, nonprofit compliance, and financial analysis.

• Create new service offerings and enhance existing ones.

• Manage and mentor the Finance and Accounting team, providing coaching to team members.

• Translate the company’s strategic objectives into measurable departmental goals and KPIs.

• Collaborate across departments to ensure finance and accounting operations align with organizational KPIs, annual objectives, and client growth requirements.

• Refine Pocketbook’s growth strategy and adapt service offerings to meet evolving market and client demands.

• Align capacity planning, recruitment strategies, and new client intake with the company’s capabilities and service delivery potential.

• Promote innovation, process enhancements, and outstanding client service.

• Innovate client service strategies and software infrastructure, encompassing service lines, client assessments, pricing models, automation, and knowledge management systems.

• Oversee the P&L for finance and accounting sectors.

• Ensure that monthly and annual closes, audits/reviews/compilations, and 990s adhere to accounting and nonprofit compliance standards.

• Manage systems and processes for delivering high-quality monthly reports to client stakeholders.

• Ensure that financial and accounting functions comply with GAAP, company policies, regulatory mandates, and nonprofit legal requirements.

• Lead diagnostic and consultative financial service projects as well as major new client implementations.

• Provide advice to complex or high-volume clients who require advanced financial services.

• Assist in the launch and operationalization of new client service lines, including training and certification programs, fiscal sponsorship, compliance diagnostics, and financial coaching.

⛳️ Requirements

• A minimum of 7 years in nonprofit accounting, finance, or a related field, with direct responsibility for GAAP-compliant monthly closing, audit preparation, and 990 filing.

• At least 3 years of experience managing an accounting/finance team of three or more individuals.

• Over 2 years of experience dealing with multi-entity nonprofit financial structures.

• Demonstrated ability to convey complex financial, organizational, and regulatory concepts to non-experts.

• Experience overseeing 5 or more annual audits/reviews/compilations as the lead accountant or project manager.

• Proven track record of launching a new service line or client program from inception to execution.

• More than 2 years of direct P&L or budget management for a team or service line.

• Proficiency in QBO, Google Workspace, nonprofit operational frameworks, and multi-entity operating structures.

• At least 2 years in a director-level or department head position with responsibility for departmental KPIs and performance accountability frameworks, significant culture change initiatives, or organization-wide strategic planning.

• CPA/MBA credential is a plus.

• 2+ years of experience with FEC reporting compliance is advantageous.

• Significant, measurable experience in leading an ERP or financial operations system implementation is preferred.

• Familiarity with Sage Intacct, NetSuite, Rillet, or other cloud-based ERP systems is a plus.

• Experience managing a team through considerable headcount expansion is desirable.

• Over 5 years serving as the technical advisor for complex or high-volume client accounts is beneficial.

🏝️ Benefits

• Comprehensive benefits package offered by Pocketbook (specific details not provided in the posting).

• Flexible remote work arrangement.

• Anticipated travel 3–6 times per year for staff meetings, retreats, and other in-person events.